Wealth Management Process

Stifel's wealth management process consists of six steps that help get an overview of your current situation, choices available, and what must be done to pursue goals. The process involves gathering relevant financial information, determining your organization's goals, examining current financial status, and formulating a strategy or plan for how to work toward goals given the current situation and future plans.

Assess Your Financial Situation

Take inventory of assets, including retirement plans

Evaluate your income stream

Define Your Goals

Buying a house

Investing for college education

Saving for retirement

Calculate Funds Needed

Inflation

Risk tolerance

Create a Portfolio to Address Your Investment Goals

Allocate funds among appropriate investment categories

Monitor Portfolio

Respond to changes in objectives

Fundamental changes in portfolio (values)

Investing involves risks, including the possible loss of principal invested.